This allows for a beneficiaries membership to be ended.
On the JU3EQ Amend Beneficiaries screen, highlight a beneficiary and click END.
The Member Details screen will be displayed.
The End Date field will be enabled for update. Update the End Date and click SAVE.
The following message will now be displayed:
Are you sure you want to save your changes?
Click OK to confirm.
The screen will display the message Member details saved.
Once the changes have been completed, the following message will be displayed:
The update completed. If the member record was not updated, there might be update error messages in the log for program SJU3DY
Check to see that the beneficiary has been end dated. If the beneficiary has not been end dated, refer to the Log to view any error messages. Click OK to remove the message.
If the beneficiary has been end dated, the system will display the JU3EQ Amend Beneficiaries screen.
If an End Date has been captured, the system will retrieve the balance on the Beneficiary’s INVESTMEMB account and if it is not zero, the following message will be displayed:
The beneficiary has an unpaid balance.
If the balance is zero, the system will check that the Payment Status has been updated. The latest BT in the beneficiary’s INVESTMEMB account will be retrieved and if no BT is found the system will check that the Payment Status is NOT APPROVED. If a BT is found, the system will check that the Payment Status is DECEASED or FULLY PAID.
If these validation criteria have been met, the CAR End Date will be updated on the Membership record for the beneficiary with the End Date captured and the Beneficiary Payment Status record will be updated with the value for Payment Status and Non-payment Reason.